Latest Institutional Purchases of Nuveen Preferred & Income Opportunities Fund (JPC)
This list provides information on the latest institutional transactions involving Nuveen Preferred & Income Opportunities Fund (JPC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
49+ 0.02% |
$333 - $368
|
290K
$2.35M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
25+ 0.25% |
$170 - $188
|
10.2K
$82.5K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
23+ 0.9% |
$156 - $173
|
2.57K
$20.8K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19+ 0.14% |
$129 - $143
|
13.6K
$110K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
96.2K+ 363.46% |
$657K - $702K
|
123K
$996K
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
88KNew |
$601K - $642K
|
88K
$715K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
73KNew |
$499K - $533K
|
73K
$593K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
67.8K+ 367.79% |
$463K - $495K
|
86.3K
$700K
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
44.7KNew |
$305K - $326K
|
44.7K
$363K
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
36.5KNew |
$249K - $266K
|
36.5K
$296K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.2KNew |
$158K - $169K
|
23.2K
$188K
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
20KNew |
$137K - $146K
|
20K
$162K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
17.2KNew |
$117K - $125K
|
17.2K
$139K
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.5KNew |
$98.9K - $106K
|
14.5K
$118K
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
12.6K+ 38.91% |
$86K - $91.9K
|
45K
$365K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11KNew |
$75.1K - $80.2K
|
11K
$89.2K
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
11KNew |
$75K - $80.2K
|
11K
$89.2K
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
10KNew |
$68.3K - $73K
|
10K
$81.2K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9.22KNew |
$63K - $67.3K
|
9.22K
$74.9K
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.97K+ 103.11% |
$47.6K - $50.9K
|
13.7K
$111K
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6.55K+ 13.44% |
$44.7K - $47.8K
|
55.3K
$449K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.78KNew |
$32.6K - $34.9K
|
4.78K
$38.8K
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.47K+ 13.04% |
$16.9K - $18K
|
21.4K
$174K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.4KNew |
$16.4K - $17.5K
|
2.4K
$19.5K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.98KNew |
$13.5K - $14.4K
|
1.98K
$16.1K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.68KNew |
$11.5K - $12.3K
|
1.68K
$13.6K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.28K+ 18.36% |
$8.71K - $9.31K
|
8.22K
$66.7K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
929New |
$6.35K - $6.78K
|
929
$7.54K
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
395New |
$2.7K - $2.88K
|
395
$3.21K
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
200New |
$1.37K - $1.46K
|
200
$1.62K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$594 - $635
|
87
$706
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
1.24M+ 648.46% |
$7.38M - $8.37M
|
1.43M
$11.6M
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
856K+ 2069.2% |
$5.1M - $5.79M
|
897K
$7.29M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
339K+ 1214.68% |
$2.02M - $2.29M
|
367K
$2.98M
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
259K+ 60.46% |
$1.54M - $1.75M
|
687K
$5.58M
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
200KNew |
$1.19M - $1.35M
|
200K
$1.63M
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
123KNew |
$731K - $829K
|
123K
$996K
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
79.2KNew |
$472K - $535K
|
79.2K
$643K
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
53KNew |
$316K - $358K
|
53K
$430K
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
48KNew |
$286K - $324K
|
48K
$389K
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
46.4KNew |
$277K - $314K
|
46.4K
$377K
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
33.8KNew |
$202K - $229K
|
33.8K
$275K
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
BUY
|
- |
33.6KNew |
$200K - $227K
|
33.6K
$273K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
29.1KNew |
$173K - $196K
|
29.1K
$236K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
27.4KNew |
$164K - $185K
|
27.4K
$223K
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
27.2KNew |
$162K - $184K
|
27.2K
$221K
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
27KNew |
$161K - $183K
|
27K
$219K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
26.9K+ 636.33% |
$161K - $182K
|
31.2K
$253K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
20.2KNew |
$121K - $137K
|
20.2K
$164K
|